Downside risk to personal consumption from natural disasters and uncertainty in the global economy
First written in FY2019-Q1. 10 of 22 entries say "Worsened", first in FY2019-Q2. Latest entry: FY2026.
Charm Care moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).
The whole theme swung hardest in 2020: 53 of 68 companies on the "Worse" side.
19 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「The outlook remains uncertain, with continued close monitoring of developments in the Middle East required and attention also needed to the impact of volatility in financial and capital markets.」
In addition to the previously identified external-environment risks, it identifies developments in the Middle East and volatility in financial and capital markets as sources of uncertainty. - FY2026-H1WorsenedAnnual report
「The economic outlook remains uncertain, as the economy is exposed to the risk of a downturn resulting from the impact of U.S. trade policy, while the continued rise in prices and its impact on personal consumption also pose downside risks.」
In addition to the previously identified risks related to the international situation and rising prices, it explicitly identifies the risk of an economic downturn caused by U.S. trade policy and the risk of rising prices weighing on personal consumption. - FY2024-Q2WorsenedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year (1 July 2023 to 31 December 2023), Japan's economy maintained a moderate recovery trend as the impact of COVID-19 eased and social and economic activity continued to normalize. However, the economy remained exposed to the risk of being affected by a downturn in overseas economies, including the impact of global monetary tightening and concerns about the outlook for the Chinese economy. In addition, the international situation became increasingly unstable due to the prolonged situation in Ukraine and the conflict in the Middle East, and the outlook remained uncertain.」
While noting the normalization of social and economic activity and a moderate recovery trend, it identifies global monetary tightening, the outlook for the Chinese economy, the prolonged situation in Ukraine, and the conflict in the Middle East as new sources of uncertainty. - FY2024-Q1RestatedAnnual report
「During the cumulative first quarter of the current consolidated fiscal year, Japan's economy remained on a moderate recovery trend as the impact of COVID-19 on social and economic activity eased. However, the international situation became increasingly unstable, and consumer prices rose due in part to persistently high energy prices and the yen's depreciation trend. The outlook therefore remained uncertain.」
While the easing impact of COVID-19 on social and economic activity supported a sustained economic recovery, uncertainty about the outlook continued due to increasing international instability, persistently high energy prices, the yen's depreciation trend, and soaring consumer prices. - FY2023-Q3RestatedAnnual report
「During the third quarter of the current consolidated cumulative period, expectations for a recovery in economic activity grew as restrictions on movement related to COVID-19 were eased. However, the outlook remained uncertain due to the prolonged situation in Ukraine, rising energy and general prices, and sharp fluctuations in foreign exchange rates.」
The company continues to cite expectations for a recovery in economic activity following the easing of restrictions on movement, while noting uncertainty about the outlook due to the situation in Ukraine, higher energy and general prices, and sharp foreign-exchange fluctuations. - FY2023-Q2WorsenedAnnual report
「During the second quarter of the current consolidated cumulative period, expectations for a recovery in economic activity grew as restrictions on movement were eased. However, the outlook remained uncertain due to a sharp increase in infections caused by the eighth wave of COVID-19, higher energy prices against a backdrop of the prolonged situation in Ukraine, and soaring consumer prices resulting from the trend toward yen depreciation and other foreign-exchange factors.」
The company indicated expectations for a recovery following the easing of restrictions on movement, while stating that the outlook remained uncertain due to a sharp increase in infections during the eighth wave of COVID-19, the situation in Ukraine, higher energy prices, yen depreciation and soaring prices. - FY2023-Q1RestatedAnnual report
「However, the outlook remains uncertain due to higher energy prices against a backdrop of the prolonged situation in Ukraine, as well as soaring consumer prices resulting from the trend toward yen depreciation and other foreign-exchange factors.」
The company continues to cite uncertainty about the outlook arising from the situation in Ukraine, higher energy prices, the trend toward yen depreciation and soaring consumer prices. - FY2022WorsenedAnnual report
「Recently, infections have surged due to the spread of new variants. In addition, energy prices and general prices have risen against a backdrop of the prolonged situation in Ukraine and restrictions on economic activity in China, while the yen has depreciated sharply, increasing uncertainty about the outlook.」
The company cited new variants, the situation in Ukraine, restrictions on economic activity in China, higher energy and general prices, and the sharp depreciation of the yen as new external factors, stating that uncertainty about the outlook had increased. - FY2022-Q3RestatedAnnual report
「During the third quarter of the current consolidated cumulative period, the Japanese economy remained in a difficult situation as the spread of COVID-19 significantly restricted social and economic activity. The lifting of the state of emergency and other measures at the end of September 2021, and the lifting of priority preventive measures in March 2022, raised expectations for the normalization of social and economic activity. However, infections with new variants such as Omicron continued, and the outlook remained uncertain.」
The company stated that although the lifting of priority preventive measures raised expectations for normalization, infections with Omicron and other variants continued and the outlook remained uncertain. - FY2022-Q2RestatedAnnual report
「During the second quarter of the current consolidated cumulative period, the Japanese economy remained in a difficult situation as the spread of COVID-19 significantly restricted social and economic activity. The lifting of the state of emergency and other measures at the end of September 2021 raised expectations for the normalization of social and economic activity, but as infections with the new Omicron variant spread worldwide, the outlook remained uncertain.」
The company stated that although the lifting of the state of emergency and other measures raised expectations for normalization, the spread of the Omicron variant meant that the outlook remained uncertain. - FY2022-Q1WorsenedAnnual report
「During the first quarter of the current consolidated cumulative period, the Japanese economy remained in a difficult situation as the resurgence of COVID-19 significantly restricted social and economic activity, with a state of emergency and priority preventive measures implemented in many regions. Although the promotion of vaccinations is expected to support the recovery of economic activity, the outlook remains uncertain.」
The company continues to state that restrictions on social and economic activity associated with the state of emergency and other measures continued following the resurgence of COVID-19, leaving the outlook uncertain. - FY2021MitigatedAnnual report
「The company received subsidies for these additional costs and recorded them as non-operating income together with other subsidies.」
Although restrictions on sales activities and additional expenses due to the infectious disease have continued, the company received subsidies for the additional costs and recorded them as non-operating income. - FY2021-Q3MitigatedAnnual report
「Regarding the impact of COVID-19, the domestic spread of the infection has restricted sales activities and imposed a considerable burden on measures to prevent cluster infections within the homes. In addition to expenses for consumables and other items used for infection control, the company has incurred costs not included in its initial forecast, such as leave compensation and allowances paid to reward employees working diligently each day. Subsidies have been received for these additional costs and recorded as non-operating income together with other subsidies.」
Restrictions on sales activities, the burden of infection-prevention measures, and expenses for consumables, leave compensation and allowances due to COVID-19 have continued. Meanwhile, the company received subsidies for the additional costs and recorded them as non-operating income. - FY2021-Q2MaterialisedAnnual report
「Regarding the impact of COVID-19, the domestic spread of the infection has restricted sales activities and imposed a considerable burden on measures to prevent cluster infections within the homes. In addition to expenses for consumables and other items used for infection control, the company has incurred costs not included in its initial forecast, such as leave compensation and allowances paid to reward employees working diligently each day.」
The company stated that restrictions on sales activities, the burden of infection-prevention measures, and expenses for consumables, leave compensation and allowances not included in the initial forecast had actually arisen due to COVID-19. - FY2021-Q1WorsenedAnnual report
「During the first quarter of the current consolidated cumulative period, the Japanese economy remained in an extremely difficult situation as the spread of COVID-19 significantly restricted social and economic activity, deteriorating corporate earnings and business confidence and reducing personal consumption. Even after the government lifted the state of emergency, efforts to restore economic activity remained subject to an uncertain outlook.」
The company described restrictions on social and economic activity, deteriorating corporate earnings and business confidence, and declining personal consumption as actual economic conditions caused by COVID-19, stating that the uncertain outlook continued even after the state of emergency was lifted. - FY2020-Q3WorsenedAnnual report
「During the first three quarters of the current consolidated cumulative period, the Japanese economy had remained on a gradual recovery trend as corporate earnings and employment conditions continued to improve. However, the spread of COVID-19 has had a significant impact on the domestic and overseas economies, consumer sentiment has cooled, and the outlook is expected to remain extremely difficult.」
In addition to the previously cited natural disasters, trade friction and concerns about a slowdown in the global economy, the company described the significant impact of the spread of COVID-19 on the domestic and overseas economies and the deterioration in consumer sentiment, further heightening concerns about the outlook. - FY2020-Q2MaterialisedAnnual report
「Meanwhile, in addition to growing concerns about a slowdown in the global economy, uncertainty about the outlook is increasing as personal consumption is weakening due to the consumption tax rate increase from October.」
Compared with the previous outlook that "personal consumption was expected to slow," the company stated this time that "personal consumption is weakening" after the consumption tax rate increase, indicating that the previously anticipated weakness in consumption had become an actual condition. - FY2020-Q1WorsenedAnnual report
「Meanwhile, in addition to growing concerns about a slowdown in the global economy due to escalating US-China trade friction, uncertainty about the outlook is increasing as personal consumption is expected to slow following the consumption tax rate increase from October.」
In addition to the previously cited natural disasters, US-China trade friction and concerns about a slowdown in the global economy, the company cited an expected slowdown in personal consumption following the consumption tax rate increase in October 2019, stating that uncertainty about the outlook had increased. - FY2019RestatedAnnual report
「Meanwhile, amid growing concerns about a slowdown in the global economy due to the impact of successive natural disasters and escalating US-China trade friction, uncertainty about the outlook is increasing.」
The company continues to cite uncertainty about the outlook arising from natural disasters, US-China trade friction and concerns about a slowdown in the global economy. - FY2019-Q3RestatedAnnual report
「Meanwhile, amid growing concerns about a slowdown in the global economy due to the impact of successive natural disasters and escalating trade friction, uncertainty about the outlook is increasing.」
The company continues to cite uncertainty about the outlook arising from natural disasters, trade friction and concerns about a slowdown in the global economy, as it did in the previous quarter. - FY2019-Q2WorsenedAnnual report
「Meanwhile, amid growing concerns about a slowdown in the global economy due to the impact of successive natural disasters and escalating trade friction, uncertainty about the outlook is increasing.」
In addition to the previously cited natural disasters and global economic uncertainty, the company cited trade friction and concerns about a slowdown in the global economy, stating that uncertainty about the outlook had increased. - FY2019-Q1First statedAnnual report
「Meanwhile, against a backdrop of disasters such as the torrential rains in western Japan and heightened uncertainty in the global economy, personal consumption has remained relatively resilient but lacks strength, and the outlook remains a concern.」
The company first cited disasters such as the torrential rains in western Japan and uncertainty in the global economy as external factors, noting the lack of strength in personal consumption and concern about the outlook. Although the disasters and weak consumption were mentioned, no specific impact on the company’s results was stated.